Setting Up Opportunity Types and Stages

Donorfy comes with some opportunity types already set up, you can change these types or add your own. Go into Settings and search for Opportunity Types to do this.

The stages for an opportunity type are shown as a list separated by commas and will be shown in the order they appear in the list. You can add or remove stages from the list to suit the way you work. Stages which close an opportunity should have an asterisk appended to them - e.g. Success*